Key investment points
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From top to bottom, the 14th five year plan has been implemented successively, from the 14th five year plan for cultural and tourism development to the 14th five year plan for China Film Co.Ltd(600977) development, from the 14th five year plan for copyright work to the 14th five year plan for the development of the publishing industry, from the 14th five year plan for sports development to the 14th five year plan for the development of digital economy, All of them provide better guidance for the follow-up development of the enterprise side from the bottom up. In 2022, we will welcome the 24th Winter Olympic Games (that is, the 2022 Beijing Winter Olympic Games, which will be held from February 4 to 20, 2022). At the same time, the 19th Asian Games will be held in Hangzhou, China, from September 10 to 25, 2022. The double games will help China’s sports power strategy. The Spring Festival is approaching, and the parachute of Watergate bridge will bring a great impetus to the box office of the Spring Festival in 2022. The superposition of cultural powers and sports powers will bring a large external driving force for investment in 2022.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. The superposition of cultural powers and sports powers will bring a large external driving force for investment in 2022. In terms of investment dimension, first, we can pay attention to the contents of Spring Festival files and cinema targets ( Beijing Enlight Media Co.Ltd(300251) , Alpha Group(002292) , Hengdian Entertainment Co.Ltd(603103) , Wanda Film Holding Co.Ltd(002739) , Ali film, cat’s eye entertainment, Bona film, etc.); Second, we can pay attention to the targets directly involved in the construction of the Winter Olympic Games and the Asian Games, such as Beijing Fengshangshiji Culture Media Co.Ltd(300860) , functional sportswear enterprises such as Anta and Li Ning, high-tech applications in the opening and closing meetings such as digital people, etc. E-sports is selected as the competition project of the Asian games for the first time, and promote the e-sports sector, such as Hangzhou Electronic Soul Network Technology Co.Ltd(603258) , Zhejiang Daily Digital Culture Group Co.Ltd(600633) ; Third, we can pay attention to the flow of China, a cultural power, to the sea ( Mango Excellent Media Co.Ltd(300413) , Zhejiang Huace Film And Tv Co.Ltd(300133) , Kunlun Tech Co.Ltd(300418) , etc.). The fourth metauniverse track has been paid attention to in the “14th five year plan” for the development of digital economy. The main route of commercialization can focus on hardware, experience economy under the combination of virtual and real platform applications, digital people and digital collections (Huawei, byte beating, Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) and other content Enterprises). The commercialization of metauniverse is long-term, but the digital core remains unchanged, In the era of Internet and mobile Internet development, the first wave of social hot spots is social networking, such as MSN, QQ and WeChat. The second wave is the scene of information distribution, such as today’s headlines, WeChat official account, etc. the third wave is entertainment local life. In the meta universe track, the mobile Internet business model will be copied, but there will also be advanced and new increment.
Risk tips
The risk of industrial policy change, the risk that the performance of the recommended company is less than expected, and the risk of industry competition; The risk of changes in editing and broadcasting policies, the risk that the progress of film and television works is not as expected, the risk that they have not been filed, and the risk that the operation does not meet the expectations; Epidemic fluctuation risk and macroeconomic fluctuation risk.
